In a recent Q&A interview with Private Debt Investor, Churchill Asset Management’s Jason Strife and Mat Linett discuss why platform deal volumes may still be down while portfolio-based activity is keeping lenders busy.
Questions asked:
- To what extent has loan volume picked up compared to a lackluster 2023?
- How has the resurgence of the BSL market affected senior lending in the private credit industry?
- What dynamics are at play when it comes to the junior capital market?
- How are private credit portfolios holding up in this higher-for-longer interest rate environment and what are your expectations for loan defaults in 2024?
- Which managers are best positioned to succeed in this environment?
- What sectors are Churchill finding the most attractive today?
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We invest across the alternative credit spectrum to add diversification, resilience to market swings, and cashflow driven return profiles to portfolios.
Private equity spans a full spectrum of capital structure options — from senior secured direct lending to equity — each carrying distinct risk and return characteristics.
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